Procurement Needs Assessment Template
NEEDS ASSESSMENT TEMPLATE (Please remove evidence that this is a template and present this as if it is a professional document going to leadership and your procurement team.
SECTION CONTENTS
Title Page The title page should contain the following information:
• NEEDS ASSESSMENT FOR THE [insert name of project]
• The organization responsible for preparing the document (your fictitious organization you have created as if you have won the RFP you selected)
• Your name, Procurement Manager
1.0 Purpose of Document This section is a brief statement of the purpose of this document. It is a description and rationale of the goods and services that you determine are needed for the RFP project you have selected.
2.0 Overview This section gives a brief overview of the project and of the goods and services need. This section describes the stakeholders, and the expected role of each.
3.0 Needs Description This section is the heart of the document. It describes clearly and fully the procurement needs for this project expressed by the procurement manager (you) and the stakeholders. This section also includes all project/procurement constraints that are known at this point related to procurement.
4.0 Gap Analysis This section describes the current state of the project you have selected, compares it with the needs, and identifies the most pressing gaps to fill, in terms of criticality of the need and the extent of the gap. This is documentation of the current state and where you want to be.
5.0 Budget The budget should be in an excel spreadsheet format that is pasted here. Please search for “Excel Budget Templates” in your favorite browser engine. Here is a great link for some examples and free downloads:
http://office.microsoft.com/en-us/templates/CL102207090.aspx
http://office.microsoft.com/en-us/templates/
This gives a rough order of magnitude estimate for goods, services, needed for this project.
6.0 Appendix The appendix is optional. This is a good place to put back-up material if needed. It also may include a glossary or notes, or references if appropriate.
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